How big is Goetz Platzer LLP's plan?

Goetz Platzer LLP's plan reported $8.2M in assets and 20 participants for 2024.

Original filing (PDF)20251009135316NAL0007095553001

Goetz Platzer LLP

Name: Goetz Platzer LLP — Goetz Platzer LLP Retirement, Form 5500 (2024)
Creator: Goetz Platzer LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Goetz Platzer LLP Retirement Plan

401(k) retirement plan · Goetz Platzer LLP's Goetz Platzer LLP Retirement Plan held $8.2M in plan assets for 20 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.2M

Net assets (EOY)

$8.2M

Plan identifiers

Goetz Platzer LLP's EIN is 13-2504624.

EIN 13-2504624

Plan number 002

Plan year 2024

ACK ID 20251009135316NAL0007095553001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Goetz Platzer LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Goetz Platzer LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GOETZ PLATZER LLP.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score